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Paraplanner: Case Prep & Research Client Solutions
Job in
Cardiff, Cardiff City Area, CF10, Wales, UK
Listed on 2025-12-30
Listing for:
Brook Street UK
Full Time
position Listed on 2025-12-30
Job specializations:
-
Finance & Banking
Financial Analyst, Accounting & Finance
Job Description & How to Apply Below
A prominent financial planning firm in Wales is seeking a skilled Paraplanner to join their dynamic team. In this role, you will be responsible for compiling compliant case files and conducting thorough market research to deliver exceptional solutions for clients. The ideal candidate will bring expertise in data analysis and report preparation, contributing directly to the firm's commitment to quality and client satisfaction.
This position offers an engaging environment in the financial services sector.
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